Plan Ledger DOL Form 5500 · updated monthly

Atwood Distributing, L.P.401(k)

ATWOOD DISTRIBUTING 401(K) PROFIT SHARING PLAN · ENID, OK · plan year 2024

Reported admin expense ratio · 2024
0.59%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Atwood Distributing, L.P. reported $81,690 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $382 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.55% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 319th-largest of 724 plans among Oklahoma employers on file, and the 1,973rd of 5,215 in retail trade. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 974 to 1,207 since 2022.

Plan summary
Net assets, end of year$14,390,204
Participants with balances337
Active participants1,207
Employer contributions$461,504
Employee contributions$737,908
Employer contribution per active participant$382
Average account balance$42,701
Benefits paid to participants$1,781,191
Plan auditUnmodified (clean) audit opinion
AuditorBRISCOE, BURKE & GRIGSBY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 337 accts · $462K emplr
2023$13.3M · 365 accts · $457K emplr
2022$12.1M · 391 accts · $545K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,517
Investment management$40,173
Total administrative$81,690
The Atwood Distributing, L.P. 401(k) match · 2024
Employer contribution per active participant$382
Median for plans this size$2,416
2024$382 per active participant
2023$432 per active participant
2022$559 per active participant

Atwood Distributing, L.P.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ARGENT RETIREMENT PLAN ADVISORS LLC · Investment advisory (plan)$33,984
EMPOWER ADVISORY GROUP, LLC · Investment management$6,189

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$81,690 · 0.59%
2023$72,978 · 0.57%
2022$75,491 · 0.55%
Same employer
Similar plansRetail Trade · Oklahoma
J & D Acquisitions, Inc. OK$18.8M · 0.83%
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%
Imperial, LLC OK$14.9M · 1.00%
Nelson Automotive, Inc. OK$13.6M · 0.42%
Ferguson Pontiac-Gmc, Inc. OK$11.8M · 0.35%
Pruett's Food, Inc. OK$11.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730721603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.